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20130209
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CNBC
Feb 1, 2013 9:00am EST
pads, and, you know, technology devices. not in things like education and energy and that's the only sign of inflation. but to joe's point, i think the fed can back off on what they've said if in fact we've seen them pull back. they can walk away from the 6.5% unemployment target and wind down quantitative easing in a much more rapid pace. i think that's a step in the right direction, so it doesn't have to be a train wreck. this could be a gradual pullback of easing where interest rates start going up in the first part of 2014. >> we've been talking about pulling this band aid off for so long. carl, it's like housing, though. schiller wrote a piece in the journal, they said it lasted five years. that was painful. but boy, when it reversed, it was more painful than that time with which you're waiting for it to happen. >> joe, art, thanks, guys. good stuff. >> thank you. >> trading debut here at the nyse today. becoming the largest ipo from a u.s. company since facebook. shares of zoetis is trading at $26 apiece. it's the only way to play it in a pure way, because the other animal medicine
CNBC
Feb 4, 2013 9:00am EST
beaten down over the last couple of years. this is tech, this is energy, this is big cap, industrials, these are stocks that have basically been -- that have gotten cheaper over the last couple of years, around fears of a global recession, around fears that the rest of the world isn't as strong as the u.s. today, i think that it's time to really reverse that trade and go back into some of the more globally geared gdp sensitive stocks that are cheap, they're underowned, and it looks like the global economy could actually outpace the u.s. this year, and for the next couple of years. >> savita we talked to a bunch of strategists this year who are, i would say, aggressive to -- i mean, mixed in terms of their defensive nature regarding sector allocation, that they might step on the accelerator later on in the year once we get past some of the d.c. deadlines and go more cyclical, go more economically sensitive. would your advice be to err on the side of aggressive? >> i think it's -- there's no better time to do it than now. the reason is that, you know, i think the market looks through a
CNBC
Feb 8, 2013 9:00am EST
. >> there is a box between the superdome and facebook -- i mean, facebook, there you go -- superdome and energy. unfortunately the nfl has people who are very good engineers who were able to get the two sides to work, and that's why it came back. >> goodell also said, don't count new orleans out. >> coin star is down by 6.5%. earnings came in. they disappointed. the takeaway that a lot of analysts on the street this morning are making is that they are losing more share to netflix. they got a video streaming service, still in the beta stages. that's not going to help them right now. it's on the way. on the way may be too late. we're seeing shares under pressure. >> headwinds there, obviously, from the -- there's a couple of things, the dvd comps continue to show. netflix did pick up 2 million people. they came from somewhere. i think that this is a story where they try to put the best face possible on it. i don't think they succeeded. >> yeah. >> google, quit note here from morgan stanley, adding it to the best ideas list. target goes to 932. youtube, the most underappreciated, a sliver of the t
CNBC
Feb 6, 2013 9:00am EST
out the latest in energy and metals. sharon? >> jim, several traders telling me thr egetting out of their long positions this morning, looking at the supply issues here in the u.s. two factors contributing to the fact that we're looking at a dollar slide here in the u.s. oil prices, just above $95 a barrel. one of them is the bearish data we got on inventories from the american petroleum institute last night. another factor is that supply glut we continue to have in the midwest. it's likely to remain there a bit longer. the largest refinery in the midwest, bp refinery is not likely to restart its key crude unit until the middle of this year. that was a surprise to the market place, contributing to the slide. we're looking at a slight decline in brent crude prices as well, backing off a 4.5-month high. there have been productions issues in the north sea but they pale in comparison to what we're seeing here in the u.s. the supply concerns here are the big reason we're looking at the differential between brent crude and wti crude prices, above $20. highest price differential of 2013
CNBC
Feb 7, 2013 9:00am EST
on the energy complex, brent crude, looking at brent like it wants to get above that $118 level, 4 1/2-month high now, continue to watch what is happening with iran and the fact that iran has backed away from earlier this week saying it may consider having direct talks with the u.s. that reintroduces the risk premium into the oil market. we are also keeping our eye on saudi production. the latest figures seem to show that saudi production is around 9 million barrels per day in january, the same as december, but that is stale reduction from what we have seen and it is the lowest level we have seen in about a year and a half that is also supportive of brent crude prices. keep your eye as well on gold. gold continues to follow the euro lower. back to you, david r >> thanks very much, sharon epperson. >>> yesterday, of course, talking about two large deals, the leveraged buy out-of-dell and liberty global's plan to buy virgin media. jim had brought up at the time as well, hey, signs of confidence, certainly it is that. it is also a sign of cheap money and something that is worth revisiting as we
CNBC
Feb 5, 2013 9:00am EST
to you. >> thank you, rick. let's check out the latest news in energy in metals. sharon? >> jim, we're looking at oil prices climbing back up after yesterday's slide. and we're watching not only the oil market recovering here, but gasoline futures gaining ground as well. in fact, we're looking at gasoline futures again that are posting because of what we're seeing for the retail price, another gain that right now puts the retail price at the highest levels that we've seen for this time of year. we had an overnight increase of a penny to $3.53 a gallon for the national average. but as mark zandy points out, when we're talking about the economy, it is meaning a lot to consumers. every penny increase in the price of gasoline will cost consumers about $100 million a month. on top of the higher tax bills that a lot of consumers are facing right now, that's going to be a serious debt in their wallet. back to you. >> thanks very much, sharon epperson. did want to talk about a potentially huge deal. i'm not talking about dell, i'm talking about virgin media. it's a company that operates lar
Search Results 0 to 5 of about 6